Financial Planning

Basic Estate Planning for Women

An estate plan is your roadmap to how you want your personal, medical, and
financial affairs handled in case of incapacity or death. Review physical, emotional, and financial basics of estate planning for women so you will become informed and savvy!

Tuition: $29

Session: 1

25792

Wed.

5/13

6:30 PM - 8:30 PM

Bel Air Hall, Rm. 227

J. Davis

Elder Law and Asset Protection

Learn how to protect and preserve assets from the costs of long-term care. This course is not only for seniors, but family members of seniors who may be called upon to deal with these issues. You will learn about how to qualify for helpful governmental programs, leverage Medicaid to protect your own assets, and the steps you should be taking now before the crises hits. These concepts will be covered: long-term care insurance, the essential estate planning documents, and health insurance under the Health Care Reform Act. The course is co-instructed by an Elder Law Attorney and a Certified Financial Planner. Senior adult and disabled retiree tuition waivers apply.

Tuition: $45

Course Fee: $12

Sessions: 3

25886

Sat.

4/18-5/2

9:30 AM - 11:30 AM

Fallston Hall, Rm. 201

K. Bress

Fundamentals of Investing

How does your money grow? How does the market work? Would you like to learn about ways to generate more income, reduce taxes, or protect your assets from inflation? Learn the four most common mistakes that people make and ways to avoid them. Emphasis is on real-life examples of success with tax free bonds, stocks, and mutual funds. Recent changes in the tax law will be covered. Senior adult and disabled retiree tuition waivers apply.

Tuition: $45

Course Fee: $12

Sessions: 3

25924

Thur.

4/23-5/7

6:00 PM - 8:30 PM

Bel Air Hall, Rm. 233

R. White

35619

Wed.

6/24-7/8

6:00 PM - 8:30 PM

Fallston Hall, Rm. 203

R. White

Long-Term Care Insurance PLUS

Join us as we discuss Life, Health, and Disability Insurance, along with Long-Term Care Insurance. Managing risk with an insurance company impacts you regardless of age. It's important to evaluate your coverage periodically to determine if it meets your needs. Change is a part of life. Learn about the basics of insurance, as well as information on the Affordable Care Act, Medicare and Medicare Supplements. We're here to answer your insurance questions!

Tuition: $25

Course Fee: $6

Session: 1

25927

Thur.

3/12

6:30 PM - 8:30 PM

Bel Air Hall, Rm. 233

M. Barnickel

25928

Sat.

4/25

10:00 AM - 12:00 PM

Edgewood Hall, Rm. 165

M. Barnickel

35509

Tues.

6/2

10:00 AM - 12:00 PM

Fallston Hall, Rm. 204

M. Barnickel

35510

Thur.

6/11

6:30 PM - 8:30 PM

Fallston Hall, Rm. 206

M. Barnickel

35511

Sat.

6/20

10:00 AM - 12:00 PM

Fallston Hall, Rm. 204

M. Barnickel

Medicare Planning

Want to be savvy about Medicare? A healthcare crisis is looming, and baby boomers need to prepare for it financially. Learn to understand basic Medicare rules, how and when to apply, and how to find appropriate supplemental private insurance.

Retirement Asset Management

It's not just what you save for retirement, it's how you manage it in retirement. Learn the 13 mistakes to avoid when managing money during retirement. Learn to maximize your retirement income, minimize your tax burden, and ensure that your money is spent as you want. Class is instructed by a Certified Financial Planner specializing in retirement income planning and a CPA. Senior adult and disabled retiree tuition waivers apply.

Tuition: $45

Course Fee: $12

Sessions: 2

25933

Tues.

5/12-5/19

6:30 PM - 9:00 PM

Bel Air Hall, Rm. 233

A. Albidress

35512

Tues.

8/4-8/11

6:30 PM - 9:00 PM

Fallston Hall, Rm. 201

A. Albidress

Co-instructed by a Certified Financial Planner/CPAspecializing in retirement income planning.

Savvy Woman Series

Ladies: Get fiscally fit with a financial overview in key areas of money management. Choose to attend the entire series or individual topics of interest. Join a community of women who want to get savvy and take control today!

Tuition: $79

Sessions: 3

25782

Wed.

3/18

6:30 PM - 8:30 PM

Bel Air Hall

J. Davis

Wed.

4/22

6:30 PM - 8:30 PM

Bel Air Hall

J. Davis

Wed.

5/13

6:30 PM - 8:30 PM

Bel Air Hall

J. Davis

Includes: Social Security Strategies for Women, Retirement"Pearls of Wisdom" for Women, and The Basics of EstatePlanning for Women.

Social Security Strategies for Women

This class is for every woman facing the future challenge of applying for Social Security benefits. There will be a thorough review of the Social Security program and how it favors women (married, divorced, or widowed), and we will discuss the top five mistakes women make when filing for Social Security benefits.

Tuition: $29

Session: 1

25783

Wed.

3/18

6:30 PM - 8:30 PM

Bel Air Hall, Rm. 227

J. Davis

Wills, Estates, and Trusts

A little planning now may save your family a lot later! Learn the basics of what should be contained in your Last Will and Testament, what other legal documents are essential, and how trusts can play an important part in your estate plan. Concepts to be covered are what is probate and do you need to avoid it, latest laws on the federal estate tax, should the deed to your home be changed, and little known asset protection strategies. Senior adult and disabled retiree tuition waivers apply.